每经AI快讯，8月5日，美国6月贸易逆差为602亿美元，预估为逆差610亿美元，前值为逆差715亿美 元。 ...

今日周二（8月5日)亚盘时段，伦敦金目前交投于3382.30美元附近，截至发稿，伦敦金暂报3375.69美 元/盎司，涨幅0.05%，最高上探至3382.30美元/盎司，最低触及3372.60美元/盎司。目前来看，伦敦金短 线偏向震荡走势。 【最新伦敦金行情解析】 技术面上，需重点关注上方3380、3400等关键阻力位，以及下方3330、3300等重要支撑位。若黄金价格 能够突破关键阻力位，有望打开新的上涨空间；反之，若跌破重要支撑位，则可能引发空头反扑，价格 出现回调。 特朗普果断决定对所有瑞士进口商品施加39%的关税，这一举措犹如一颗重磅炸弹，在瑞士国内引发强 烈震动。要知道，此前瑞士政府还颇为自信地认为能够避开如此沉重的赋税。美国贸易代表格里尔指 出，这些关税举措体现了美国追求商业平衡的决心，以及解决自身贸易逆差的坚定意愿。 在欧洲交易商眼中，将金条运往纽约以赚取溢价本是一条诱人的路径，但他们面临一个必要前提：需把 伦敦（作为全球最大的黄金交易中心）通用的400盎司金条，重新铸造成符合美国Comex交易所标准的1 公斤或100盎司金条。正因如此，瑞士的黄金精炼商顺势成为这一套利链条中的关键枢纽。 然而， ...

Group 1 - Switzerland's unique position in global gold trade is causing a trade deficit with the U.S. to become a focal point of Trump's tariff policy, with tariffs on Switzerland reaching as high as 39% [1] - In the first quarter of this year, Switzerland exported over $36 billion worth of gold to the U.S., accounting for more than two-thirds of its trade surplus with the country [1] - The Swiss National Bank and IMD Business School emphasize that gold exports should not be included in trade relationship analyses, as they reflect financial market activities rather than actual economic output [2] Group 2 - Recent surges in Swiss gold exports to the U.S. are driven by an arbitrage opportunity due to concerns over potential tariffs, leading to a price premium in New York [3] - The arbitrage process involves transporting gold bars from London to Switzerland for re-minting into Comex specifications before delivery to New York, highlighting the importance of Swiss refineries in this trade [3] - Despite the high volume of gold trade, the refining business itself has relatively low added value, with Swiss refiners earning only a few dollars per ounce from re-minting [4]

Group 1 - The U.S. has announced a 39% tariff on goods imported from Switzerland, significantly higher than the tariffs imposed by the EU (15%) and the UK (10%) [2][3] - Swiss watch companies experienced a 9% drop in stock prices following the announcement of the new tariff [2] - An initial agreement set the tariff rate at 10%, but U.S. President Trump accused Switzerland of "stealing" from the U.S. during a phone call, leading to the unexpected increase [2][5] Group 2 - Swiss officials expressed feelings of betrayal, stating they felt "stabbed in the back" after the U.S. raised the tariff unexpectedly [5][7] - The Swiss government had previously reached an understanding with the U.S. that was believed to be a mere procedural formality [5] - The trade deficit of nearly $40 billion between the U.S. and Switzerland was a major concern for Trump, who demanded solutions to reduce it [7][9] Group 3 - The Swiss National Bank argues that gold, a significant export, should not be included in the trade deficit calculations as it is a special reserve asset [7] - Swiss companies, including major pharmaceutical firms, have created approximately 500,000 jobs in the U.S., highlighting the economic ties between the two countries [7]

Core Viewpoint - The U.S. has imposed a 39% tariff on goods imported from Switzerland, marking a significant shift in trade relations and impacting Switzerland's economy, especially on its national holiday [1][2][4]. Group 1: Trade Relations - The U.S. trade deficit with Switzerland has surged, reaching nearly $50 billion in the first five months of the year, making Switzerland the fifth-largest trade partner for the U.S. [7] - Switzerland's exports to the U.S. account for approximately 19% of its total exports, highlighting the importance of the U.S. market for the Swiss economy [10]. - The U.S. Treasury has previously labeled Switzerland as a currency manipulator, indicating ongoing tensions regarding trade practices [12]. Group 2: Domestic Reactions in Switzerland - Following the tariff announcement, there has been significant criticism within Switzerland, particularly directed at Federal President Keller-Sutter for the perceived failure in negotiations [14][15]. - The pharmaceutical industry, which exports about 60% of its products to the U.S., has been blamed for straining U.S.-Swiss trade relations, with major companies like Novartis and Roche under scrutiny [17]. - There is a growing sentiment in Switzerland to reconsider its long-standing neutral stance and potentially strengthen ties with the EU, which has more favorable tariff rates with the U.S. [19]. Group 3: Economic Impact - If the tariffs remain unchanged, Switzerland's GDP could decline by approximately 0.6 percentage points, with more severe impacts if pharmaceuticals are excluded from tariff exemptions [21]. - The potential for tariffs on pharmaceuticals could reach as high as 200%, further exacerbating the economic challenges faced by the Swiss economy [21].

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 【文/观察者网 王一】据央视新闻报道，美国总统特朗普日前签署行政令，确定了对多个国家和地区征 收的"对等关税"税率，其中对瑞士征收的关税高达39%，冲击该国制表等多个行业。 几天过去了，仍处于举国震惊中的瑞士开始"内部追责"，从瑞士联邦主席凯勒-祖特尔到制药业，他们 想找出到底是谁惹怒了特朗普，导致谈判破裂，让瑞士最终"背上"39%的关税。凯勒-祖特尔被批严重 高估了她与特朗普政府达成协议的可能性，其他批评者则指责是瑞士制药业引发了特朗普的愤怒。 知情人士称，瑞士官员误认为他们与美方的谈判进展顺利，有望达成一项与英国类似、关税为10%的协 议。今年4月，瑞士还宣布将对美投资近1500亿美元，以争取率先达成协议。凯勒-祖特尔7月还自信地 对外公开表示，她成功打通了与特朗普接触的通道。两名消息人士表示，自信满满的瑞士已做好准备接 受10%的税率，联邦政府7月4日还批准以10%的关税为底线进行谈判。 一位前瑞士外交官形容当前瑞士的内讧局面可谓是"刀光剑影"（knives out）。 退休前经常与美国客户打交道的瑞士人卡尔·格施文德（Karl ...

市场消息：马来西亚贸易部长向议会通报了与美国的关税谈判情况。马来西亚贸易部长称，同意削减或 取消美国98.4%关税细目的进口关税，并将豁免部分美国农产品（如水果、海鲜）的销售税。美国方面 希望马来西亚增加采购和投资以缩小贸易逆差。 ...

Group 1 - The United States has imposed a 39% tariff on goods imported from Switzerland, effective from the 7th of this month, which undermines a previously established trade agreement from July [1] - Swiss industry associations warn that the new tariff will lead to significant price increases for Swiss products such as watches, chocolate, and cheese within a week, impacting both Swiss manufacturers and American consumers [1] - The Swiss chocolate manufacturing association indicates that costs for Swiss chocolate producers may rise by nearly 50% due to the tariff and currency fluctuations, which will ultimately be passed on to American consumers [1] Group 2 - In 2024, the total trade volume between the US and Switzerland is projected to reach $88.4 billion, with the US having a trade deficit of nearly $38.5 billion with Switzerland, marking a 56.9% increase from 2023 [2] - The Swiss Federal President Karin Keller-Sutter stated that the US focuses solely on the goods trade deficit, but when including US service exports, Switzerland's trade surplus is approximately half of the previously calculated figure [2] - The Swiss government plans to analyze the situation and determine the next steps in response to the new tariff measures [2]

Core Points - The U.S. government has announced new "reciprocal tariffs" that will take effect on August 7, following President Trump's executive order signed on July 31 [1][2] - The new tariff rates reflect a more protectionist and isolationist trade policy, with significant implications for global trade dynamics [1][11] - The average tariff rate is expected to rise from 13.3% to 15.2% [6] Tariff Rates Summary - The maximum tariff rate is set at 41%, with a general rate of 10% for countries with a trade surplus with the U.S. [2] - Countries with a trade deficit will face a minimum tariff rate of 15%, affecting approximately 40 countries [2][3] - Specific countries have been assigned varying tariff rates, with Cambodia's rate dropping from 49% to 19%, while Switzerland's rate increased from 31% to 39% [4][3] Impact on Trade Partners - Canada will see its tariff rate increase from 25% to 35%, which has been met with disappointment from Canadian officials [5][4] - The U.S. has implemented a 40% additional penalty on goods deemed to be transshipped from high-tariff countries to low-tariff countries [3][4] - The new tariffs are expected to significantly impact industries such as textiles and automotive in affected countries [4][5] Negotiation and Agreements - The U.S. has only reached a limited number of trade agreements, with only 7 out of over 200 proposed agreements finalized [7][9] - Recent agreements with countries like Japan and South Korea have resulted in reduced tariff rates, but many details remain under negotiation [8][9] - The ongoing negotiations with China have resulted in a temporary extension of tariff suspensions, indicating a complex and evolving trade landscape [10][13] Legal and Economic Implications - Trump's tariff policies are facing legal challenges, with questions raised about the extent of presidential power in modifying tariff rates without congressional approval [11][12] - Economists warn that the new tariffs could have long-term negative effects on the global economy, particularly for Asian economies [13]

瑞士在与美国贸易协议谈判的最后时刻遭遇戏剧性逆转，特朗普亲自推翻了此前已获美方财长和贸易代表认可的协议框架，最终对瑞士商品征收39%的 关税。 8月2日，据媒体报道，瑞士当地时间周四晚间，瑞士联邦主席凯勒-祖特尔（Karin Keller-Sutter）与特朗普通话时发现，双方对贸易关系公平性的看法 存在巨大分歧。在距离新关税生效仅剩10小时的关键时刻，特朗普专注于近400亿美元的商品贸易逆差，要求瑞士提出更多让步。 据知情人士透露，当凯勒-祖特尔未能提供改变贸易平衡的新方案后，愤怒的特朗普几乎是随意选定了对瑞士征收39%的关税税率。据央视新闻，当地 时间7月31日，美国总统特朗普签署行政令，确定了对多个国家和地区征收的"对等关税"税率，其中瑞士的关税税率为39%。 分析指出，此次谈判破裂令瑞士震惊，凸显了特朗普贸易政策的不确定性，即使是已获技术层面认可的协议也可能在最后时刻被总统个人推翻。 据悉，美国和瑞士双方代表团已就协议框架进行了超过一个月的谈判，瑞士政府7月4日已正式批准该框架，且美国财政部长贝森特（Scott Bessent）和 贸易代表格里尔（Jamieson Greer）都已同意草案内容。 最后 ...